Autotask Toolkit

v 2.13.2 PROD

Aanvullen SLA retainer Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
GVB Exploitatie B.V. (1043HP106)
Aangemaakt
2024-09-03
Gesloten
2024-10-08

Beschrijving

Verkocht: 84 uur x 115 = 9.660,00 INKOOPORDER: 4501201655 Orderdatum: 21.08.2024 Wijzigingsdatum: 07.10.2024 Rekening nummer: NL62RABO0300036817 KvK nummer: 34259721 BTW nummer: NL817241966B01 Factuur adres: GVB Exploitatie B.V. t.a.v. Crediteurenadministratie Postbus 2131 1000 CC Amsterdam Mail: crediteuren@gvb.nl Aanvullen SLA retainer, huidige budget is nog 55 euro Stippenkaart aanbieden van 84 uur x 115 = 9.660,00

Primary quote

Naam
#1664 — Aanvullen SLA retainer
Effectief vanaf
2024-10-07
Vervaldatum
2024-11-08

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket
Labor 84

Notes (13)

Datum Action type Assigned to Onderwerp / inhoud
2024-10-08 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=9660 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=07-10-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-10-08 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=07-10-2024 Opportunity Owner=Gunther, Erik Changed Status from Closed to Active
2024-10-07 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Losse opdracht ready for handover - notify support team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or TPS Orderbevestiging" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Losse opdracht - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Erik Gunther
2024-10-07 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=07-10-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-10-07 General Erik Gunther Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Erik Gunther
2024-10-07 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 04-10-2024 to 07-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-27 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=04-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-27 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=04-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-26 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 26-09-2024 to 04-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-19 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 20-09-2024 to 26-09-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-18 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 12-09-2024 to 20-09-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-10 Opportunity Update Erik Gunther Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 10-09-2024 to 12-09-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-03 Opportunity Update Erik Gunther New Opportunity: None, Aanvullen SLA retainer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=10-09-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 9660.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-10-08T00:00:00.000Z",
  "companyID": 299,
  "contactID": 30686091,
  "cost": 0.0,
  "createDate": "2024-09-03T14:30:40.237Z",
  "creatorResourceID": 29682927,
  "description": "Verkocht:\n84 uur x 115 = 9.660,00\n\nINKOOPORDER: 4501201655\n\nOrderdatum: 21.08.2024\nWijzigingsdatum: 07.10.2024\n\nRekening nummer: NL62RABO0300036817\nKvK nummer: 34259721\nBTW nummer: NL817241966B01\n\nFactuur adres:\nGVB Exploitatie B.V.\nt.a.v. Crediteurenadministratie\nPostbus 2131\n1000 CC Amsterdam\n\nMail: crediteuren@gvb.nl\n\n\n\nAanvullen SLA retainer, huidige budget is nog 55 euro\n\nStippenkaart aanbieden van 84 uur x 115 = 9.660,00",
  "helpNeeded": "",
  "id": 1884,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-10-08T11:30:53.967Z",
  "leadSource": null,
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  "market": "",
  "monthlyCost": 0.0,
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  "nextStep": "",
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  "onetimeRevenue": 9660.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-10-07T00:00:00.000Z",
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  "stage": 29682776,
  "startDate": "2024-09-03T00:00:00.000Z",
  "status": 4,
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  "title": "Aanvullen SLA retainer",
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}